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What To Do When Your Competitor Gets Funded?

Both Sides of the Table

We will have two well-funded companies educating the market on why this market opportunity for the $24 billion US storage market is ripe for disruption. And our competitors are not really each other but the incumbent businesses that have 99.9% ” In summary: The competitors are the incumbents.

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Understanding How The Innovator’s Dilemma Affects You

Both Sides of the Table

Many people bandy about the definitions of “disruptive technology&# or “the innovator’s dilemma&# without ever having read the book and almost universally misunderstand the concepts. It should affect how you think if you are an incumbent but also if you’re a startup. It is often LESS performant.

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The next wave of supply-chain innovation will be driven by startups that help incumbents win

TechCrunch

For years, the prevailing narrative for innovation in supply chain has focused on the disruptors: Upstarts that enter the industry with new technologies and business models to displace incumbents. But in verticals ranging from freight brokerage to B2B marketplaces, these enablers have repeatedly emerged after an initial disruption.

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The Future of Corporate Venture Capital

500

In the decade since the Great Recession, we have seen digital upstarts – taking advantage of disruptive technologies from AI to IoT – reshape the economy and the corporate pecking order. How has corporate venture capital changed?

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Revolution co-founder talks Living Social, ZipCar, Steve Case & GroupOn Super Bowl Ads

Both Sides of the Table

We look at huge markets where there are large incumbents that might not be incented to innovate or react to what they perceive as an insurgent. You look at an industry dominated by a few big rental car companies that haven’t innovated in years and we saw a market ripe for disruption. I run Revolution’s VC investments.

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FintechOS nabs $60M for a low-code approach to modernizing legacy banking and insurance services

TechCrunch

“Challenger” startups in banking and insurance have upended their industries, and picked up significant business, by building more customer-friendly tools and services — more personalized, easier to access and usually competitively priced — than those typically provided by their bigger, incumbent rivals.

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Putting Data in a Corner: LLMs and Financial Services Data

Andreessen Horowitz

For new entrants looking to take advantage of the advent of LLMs and disrupt the status quo by going upstream of these incumbents, we’ve done a deep dive into Bloomberg, Morningstar, and Verisk’s stories. In doing so, each built the beginnings of what are now category-defining businesses.